When you use the Email Statements feature in Receivables, it creates a PDF attachment with a prefix of rmStmt_ that is attached to the email message. After the email is sent this PDF is deleted. I would like the PDF to remain on the system so I can move it to our web server and display the statement on our customer's portal. Is there a setting in Dynamics GP 2010 that will allow me to save the PDF's after emailing?
Any suggestions are appreciated!
Thanks!
Becky
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Hi Becky,
Please feel free to take a look at Messenger EDD by Liaison Software. www.liaisonsc.com
Messenger EDD automates the distribution of business forms and reports using your existing reports and existing print procedures. Messenger EDD's offers built in archiving and also attaching supporting documents.
For example, when Invoices are distributed to the customer they can also be archived as a PDF to an assigned folder. Later in the month when Statements are generated Messenger EDD has the ability to review the invoices listed on the statement, retrieve the archived PDFs correlating with those listed on the Statement and then merge them into one PDF to be distributed to the Customer, Salesperoson, etc. or also archived to the desired folder to later be retrieved internally.
www.liaisonsc.com and the product is Messenger EDD
Best Regards,
Tom Nielsen
Liaison Software
800.811.4618x201
Hi Tom,
Thanks for the information.
Hi Becky,
Again, I don't think this is possible in GP.
In the UK, most GP partners now sell one of our products - Spindle Professional. In short, it takes any document from GP (or any other windows app) and dynamically brands its, grabs any attachments (T&Cs) then knows automatically how to get the document where it needs to go (Email/FAX/Mail). It can also auto-archive the document into pretty much any logical file structure. If you want it can archive to a network drive or Index it into SharePoint or CRM.
Thanks for the feedback. I was hoping for something in GP that would help me with this, but I will take a look at this software.
Hi Becky,
I'm not sure how to accomplish this within standard GP but I have worked with Accountable's Forms Printer product and it does facilitate running customer statements to PDF and a combination of printing, emailing, and saving to a defined network directory. There are other tools available, but I have had great luck with Forms Printer. Might be worth a look depending on your requirements around this.
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